Welcome to Legacy Financial Consulting Services!
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investments, including:
- Equity, bonds, options, ETF's, Mutual Funds, Structured Products, and many other instruments
- Retirement planning — to design an investment strategy to help you meet all of your retirement goals
- Pension & 401(k) Rollover Planning & Account Management
- Corporate and non-profit retirement plans including 401(k)'s, 403(b)'s, SIMPLE's, and SEP's
- Variable and fixed annuities
- Life insurance — to take care of those you love after you have passed
- College planning — long-term planning to ensure you’re ready when your children are
- Long-term care — to ensure that you and your heirs are well cared-for
- Long Term Health Care-to provide for costly health issues
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to call or email our office. We can help you make sense of today’s investment climate.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How long does a $20 bill last?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?